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Virtus Investment Advisers’s EPR Properties EPR Stock Holding History

Virtus Investment Advisers’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Sell
3,364
-429
-11% -$24.4K 0.05% 423
2026
Q1 		$189K Buy
3,793
+540
+17% +$29.7K 0.05% 397
2025
Q4 		$162K Buy
3,253
+191
+6% +$9.94K 0.04% 425
2025
Q3 		$178K Buy
3,062
+119
+4% +$6.69K 0.05% 288
2025
Q2 		$171K Sell
2,943
-496
-14% -$26.1K 0.06% 275
2025
Q1 		$181K Buy
+3,439
New +$169K 0.05% 270

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Virtus Investment Advisers's EPR Position: Q2 2026 in Review

Virtus Investment Advisers reduced its EPR Properties (EPR) stake by 11% in Q2 2026, selling an estimated $24.4K and leaving 3,364 shares worth $195K. The position accounts for 0.05% of the portfolio, ranked #423.

Virtus Investment Advisers first reported a position in EPR in Q1 2025 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Virtus Investment Advisers held 3,364 shares of EPR Properties worth $195K as of Q2 2026.
  • Virtus Investment Advisers sold 429 EPR Properties shares in Q2 2026, an estimated $24.4K.
  • EPR Properties made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #423 holding.
  • Virtus Investment Advisers first reported a position in EPR Properties in Q1 2025 and has held it in 6 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.